Keys to Prosperity
Minimizing Costs and Maximizing Discretionary IncomeBudgets do not resolve financial spending or obligations. Attaching dollar amounts for each expense is not how to resolve expenses, tracking spending uncovers the underlying reason of that expense.
Prosperity Club helps uncover the why of expenses and what actions can be taken to reduce those expenses, without changing comforts or lifestyles. Another important aspect of financial security would be emergency funds including financial living expenses. These are especially important during loss of employment, family leave, recessions/depressions or even an epidemic. |
Financial ProtectionThere is nothing worse than working most of one's life and losing everything that took years to build.
As financial means grow, protection for those assets need to be shielded from situations or unscrupulous individuals. There are many considerations that need to be addressed. Property and casualty insurance, umbrella insurance, Life and health insurance, investment advisors, proper trusts, attorneys, accountants and other professional advice that might be needed. |
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Money Management Strategies
Having strategies put in place has proven to be the best way to achieve prosperity. What works for one person may not work for another. As finances and income changes strategies going forward may also need to change.
